Tax Planning Toolkit

The Financial Planning Toolkit

The essential guide to making smarter financial decisions with confidence. Regardless of where you are in the process this tax season this toolkit gives you a clear, step-by-step guidance.

Tax Prep Checklist
Tax Season at a Glance
Tax Planning Overview
Last Minute Tax Considerations
Tax Planning Income Worksheet

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What's Inside

Tax Prep Checklist

A step‑by‑step list of all documents, forms, and financial records you need to gather to prepare for filing your taxes.

Tax Season at a Glance

A summarized page of current tax rates, contribution limits, phase‑outs, and key dates that provides a fast reference for the 2025/2026 tax year.

Tax Planning Overview

A high‑level explainer of current tax brackets, standard deductions, important deadlines, and foundational tax rules to guide your planning throughout the year.

Last Minute Considerations

A quick set of five essential actions to double‑check before Tax Day to ensure you don’t miss deductions, contributions, or required documentation.

Individual Income Tax Worksheet

A comprehensive worksheet where you can document income, deductions, credits, contributions, and expenses to help calculate your taxable income for the year.

Legacy Wealth Advisors

Kevin C. Loyd Jr.

President and Wealth Advisors

Missouri Office
14500 South Outer 40

Suite #200

Town And Country, MO 63017
Phone: 314-641-1010